Chase Lapan is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and a consolidated billing option called WealthPlan, combining planning with managed-account services while maintaining them as separate engagements.

Todd Johnson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and previously worked at Robert Half before becoming self-employed. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from its Investment Institute.

Jan Friedrich is a financial advisor at Wells Fargo Advisors in Minneapolis, MN, holding a Series 63 designation with 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Joseph Petrick is a financial advisor at Edward Jones in Richfield, MN, with 24 years of industry experience. He has held his position at Edward Jones since 2001 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Emilie Zibble is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Her prior work history includes roles at Wells Fargo and several short-term positions in various industries. Outside of advising, she is involved in freelance photography and photo retouching through her business, Freeze Frame Visuals. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service features a collaborative, non-discretionary approach supported by proprietary research and algorithmic tools.

Eric Meyer is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 designations and 28 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1998. Outside of his advisory role, he serves as a trustee and fiduciary managing financial accounts for his father. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware advice. The firm’s approach incorporates proprietary research and third-party data to address asset allocation, withdrawal strategies, and Social Security options within a defined investment universe.

Natalia Castaneda is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, previously spending nine years at Morgan Stanley Smith Barney. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Nelson is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. His prior work history includes roles at Aurelius MFG, State Farm, and Purple Hawk Country Club, as well as teaching positions at Bethel University and Cambridge Isanti High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services. The firm’s approach includes detailed recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Richard Dunn is a CFP® with 23 years of experience in financial advising. He is currently affiliated with Cetera and has previously worked at firms including Avantax and Ameriprise. Dunn is also the principal financial planner and a member of Dunncreek Advisors LLC, and he serves as president of the White Bear Avenue Business Association, a nonprofit focused on community development projects in Saint Paul, Minnesota. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and access to third-party managers.

Catherine Shelehov is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise. Outside of finance, she has experience in the restaurant industry, including roles at Rib and Chop House and TEN restaurant. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that utilize both in-house and third-party managers, supported by a broad capital-markets platform.

Danielle Johnson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Wells Fargo Clearing in two periods, from 2005 to 2010 and again from 2016 to the present. Outside of her advisory role, she is an individual distributor for Young Living, selling health and wellness products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Wilcox is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Wells Fargo Bank, US Bank, and Wells Fargo Home Mortgage. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Jessica Wright is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes long tenures at Merrill Lynch, Pierce, Fenner & Smith Inc., as well as roles at Bank of America, RBC Capital Markets, and City National Bank before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Joseph Fox is a financial advisor at Cetera with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has held positions at firms including Tradition Mortgage, North Star Consultants, CRI Securities, and Securian Financial Services. Outside of his advisory work, Fox serves as a director of a local pool and yacht club, is on the advisory board of the Scott Richards North Star Charitable Foundation, and is an elected board member of Risen Christ Catholic School. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Jason Englebretson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following four years at Edward Jones. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Its advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Mark Hargis is a financial advisor with Equitable Advisors in Woodbury, MN, holding a Series 66 license and 16 years of industry experience. He has worked at Equitable Advisors since 2010, including time with its predecessor, Axa Advisors. Outside of his advisory role, Hargis is involved in several community organizations, serving on boards such as The Minnesota Network and Woodbury Young Life, and holding leadership roles including vice president of the Woodbury Lions Club. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisors and third-party program sponsors, focusing on matching clients to suitable investment models and fiduciary services for qualified plans.

Wolfgang Hilse is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and possessing 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously with Axa Advisors, LLC for six years. He serves as a board member of Gracelyn Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and needs.

Gregory Carr is a financial advisor with Ameriprise in Independence, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with American Enterprise Investment Services Inc since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic support to deliver these non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Berit Thiede is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Global Asset Management and RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and features integrated capital markets and lending capabilities.

Jarrett Holley is a financial advisor with Thrivent Investment Management based in Minneapolis, MN. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior experience includes roles at New York Life Insurance Company and work as an independent financial professional. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics, combining planning with managed-account options while keeping these services separate.